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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | London | 08/2016 | 12/2016 | |
| Jd Wetherspoons | Watford | 12/2016 | 11/2018 | |
| Unemployed | New Port Richey | FL | 11/2018 | 01/2020 |
| Sip On Grand | New Port Richey | FL | 01/2020 | Present |
| Rock The Boat Productions | New Port Richey | FL | 01/2020 | 09/2020 |
| Charles Schwab & Co., Inc. | New Port Richey | FL | 10/2022 | 10/2023 |
| Fisher Investments | Tampa | FL | 05/2025 | Present |
| Mountaineer Coffee Co. | New Port Richey | FL | 11/2023 | 05/2025 |
Sip On Grand - Bartender/Server (Weekends Only) Less than 10 Hours a week. Not Investment Related. Rinderspacher Martial Arts LLC - Soley Owned LLC - Owner/Head Martial Arts Instructor. Not Investment Related. Roughly 5 hours per week, outside of market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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